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Tax Planning Articles

 

Important Birthdays Over 50

Important Birthdays Over 50

Posted by on June 08, 2023

Starting at age 50, several birthdays and "half-birthdays" are critical to understand because they have implications regarding your retirement income.

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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

Posted by on June 06, 2023

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Avantax Market Update - February 2023

Avantax Market Update - February 2023

Posted by on February 15, 2023

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